Monica Sashil Chandra
Investment adviser representative at Osaic Institutions, Inc.
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Osaic Institutions, Inc.May 2022 to now
- Infinex Investments, Inc.May 2022 to now
- Cuna Brokerage Services, Inc.Aug 2018 to May 2022
- Schoolsfirst FcuAug 2018 to May 2022
- LPL Financial LLCJan 2009 to Aug 2018
- Orange County's Credit UnionJun 2005 to Aug 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4736611
- Firm CRD
- 35371